Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMXSX (FEDERATED MAX-CAP INDEX FUND SERVICE SHARES) | 8.39% | 25.57% | 21.10% | 6.32% | 9.31% | 10.27% | 8.21% | … | … |
Data as of 06/05/2026, Common starting date is 09/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMXSX (FEDERATED MAX-CAP INDEX FUND SERVICE SHARES) | 09/23/1993 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | 25.57 | 21.10 | 6.32 | 9.31 | 10.27 | 8.21 | … | … | 8.39 | 17.14 | 24.40 | 25.67 | -29.61 | 9.98 | -4.17 | 30.27 | -4.94 | 21.21 | 14.71 | 0.58 | 12.90 | 32.23 | 15.34 | 1.60 | 14.68 | 25.87 | -36.19 | 4.50 | 14.99 | 4.44 | 10.31 | 27.77 | -22.56 | -12.50 | -9.89 | 20.06 | 27.85 | 32.32 | 22.25 | 18.67 | 0.78 | -0.32 |
| Sharpe Ratio | NA | 1.88 | 1.20 | 0.20 | 0.36 | NA | NA | … | … | 1.31 | 0.77 | 1.64 | 1.69 | -1.11 | 0.51 | -0.11 | 2.30 | -0.37 | 3.11 | 0.53 | 0.04 | 1.13 | 2.89 | 1.20 | 0.07 | 0.81 | 0.95 | -0.90 | 0.08 | 1.15 | 0.21 | 0.83 | 1.58 | -0.91 | -0.73 | -0.64 | 0.93 | 1.19 | 1.56 | 1.54 | 0.91 | -0.23 | -0.38 |
| Standard Deviation(%) | NA | 12.19 | 14.89 | 19.21 | 21.60 | NA | NA | … | … | 13.87 | 18.72 | 12.63 | 13.14 | 28.15 | 19.35 | 39.88 | 12.55 | 17.14 | 6.64 | 27.34 | 15.58 | 11.36 | 11.12 | 12.80 | 23.37 | 18.01 | 27.10 | 41.32 | 16.05 | 10.07 | 10.31 | 11.19 | 17.07 | 25.99 | 20.88 | 22.15 | 18.01 | 20.51 | 18.23 | 11.98 | 16.19 | 9.88 | 8.80 |
| Draw Down(%) | NA | 8.80 | 18.86 | 39.56 | 39.56 | NA | NA | … | … | 8.80 | 18.86 | 8.55 | 10.13 | 31.09 | 16.55 | 33.84 | 6.71 | 19.38 | 2.61 | 14.61 | 12.06 | 7.38 | 5.64 | 9.78 | 18.87 | 15.72 | 27.07 | 47.98 | 10.27 | 7.57 | 7.01 | 7.69 | 13.75 | 33.26 | 29.34 | 17.03 | 11.95 | 19.25 | 10.84 | 7.47 | 14.75 | 8.61 | 3.11 |
| Yield(%) | 0.00 | 8.69 | 14.29 | 6.74 | 10.01 | 11.05 | 6.79 | … | … | 0.13 | 8.83 | 14.25 | 23.86 | 0.75 | 0.82 | 1.17 | 17.65 | 31.37 | 24.53 | 17.45 | 12.90 | 12.31 | 11.52 | 10.45 | 3.31 | 6.63 | 7.36 | 20.21 | 13.72 | 9.32 | 3.39 | 1.43 | 1.25 | 0.91 | 0.68 | 0.70 | 1.85 | 2.25 | 5.54 | 3.70 | 3.06 | 2.35 | 1.18 |
Data as of 06/05/2026, Common starting date is 09/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMXSX (FEDERATED MAX-CAP INDEX FUND SERVICE SHARES) |
-16.66%
Mar 2000 – Mar 2003 |
-6.87%
Feb 2004 – Feb 2009 |
-3.90%
Feb 1999 – Feb 2009 |
3.30%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMXSX (FEDERATED MAX-CAP INDEX FUND SERVICE SHARES) |
28.75%
Jul 1996 – Jul 1999 |
24.13%
Dec 1994 – Dec 1999 |
16.42%
Feb 2009 – Feb 2019 |
11.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart